Workflows

Workflows Library

Inspired by how Quin customers actually work. Explore the most popular workflows, tailor them to fit your process, and unlock more ways to work with Quin.

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Weekly summary

Get a comprehensive recap of all team meetings completed and open tasks new leads pipeline changes and outstanding follow-ups from the past week.

Operations
Overdue tasks

See all tasks that were due last week but are still open grouped by assignee for easy follow-up.

Operations
Prospect email drafting

Draft individualized outreach emails to a list of prospects using a personalized template.

Sales
Overwhelmed staff

Identify team members at risk of burnout due to excessive workload and support them before issues escalate.

Operations
LinkedIn enrichment

Research someone on LinkedIn to collect professional background and context before meetings or outreach.

Sales
New leads this week

Weekly summary of new leads added to the pipeline to ensure prompt follow-up.

Sales
Empty calendar

Alert and recommend outreach when my calendar is light on meetings.

Sales
Ghosted lead

Identify new leads that have gone quiet for targeted follow-up.

Sales
Stalled opportunities

Identify opportunities that have gone quiet so you can re-engage and prevent them from going cold.

Sales
Overdue opportunities

Know which opportunities have passed their close date so you can follow up or update their status.

Sales
Opportunities closing soon

Stay on top of opportunities approaching their close date so nothing falls through the cracks.

Sales
Referral request

Thoughtfully ask a client for referrals and make introductions easy and comfortable.

Sales
Referral thank you

Send a genuine thank you when a new client is referred deepening professional relationships.

Sales
Referral handoff

Facilitate a warm introduction and smooth connection when referring a client to another professional.

Sales
New business

Congratulate and guide clients who are starting a new business.

Life events
Home purchase

Congratulate and guide clients who mention buying a home.

Life events
Divorce initiated

Compassionate support and financial planning for clients going through divorce.

Life events
Job change

Respond appropriately to clients mentioning a job change promotion job loss or career transition.

Life events
Spouse death

Provide compassionate and proactive support when a client's spouse passes away.

Life events
Client retirement

Respond when a client mentions retiring or planning to retire soon and ensure all critical retirement planning topics are addressed.

Life events
New baby

Acknowledge and plan for clients welcoming a new baby (birth or adoption).

Life events
Retirement RMD

Ensure clients turning 73 are prepared for Required Minimum Distributions from their retirement accounts.

Life events
Personal event follow-up

Automatically draft follow-up emails after a client mentions personal events or accomplishments.

Life events
Medicare eligibility

Remind clients turning 65 in 3 months about their Medicare enrollment window.

Life events
Upcoming retirements

Identify clients turning 62 soon and draft proactive outreach emails for retirement planning.

Life events
401k catch-up

Remind clients turning 50 about 401(k) catch-up contribution eligibility.

Life events
Client activity report

Compile a comprehensive view of all activity with a specific client.

Operations
Client break-up

Gracefully offboard a client who decides to end the relationship.

Operations
Client onboarding

Welcome new clients warmly and set clear expectations from the start.

Operations
Meeting no-show

Follow up gracefully when someone misses a meeting.

Meetings
Meeting agenda

Get a suggested meeting agenda for an upcoming client meeting.

Meetings
Meeting prep

Get the full picture before an important meeting so I can walk in fully prepared.

Meetings
Annual client letter

Send a personalized letter to a client reflecting on accomplishments and major events of the past year.

Relationships
Client check-in

Personalized outreach to clients who haven't had a meeting in 6 months.

Relationships
Client anniversary

Celebrate and acknowledge client milestone anniversary years.

Relationships
Thinking of you

Personalized outreach to contacts who haven't been contacted in 90 days.

Relationships
New client check-in

Check in with clients at 6 months to see how things are going and address any concerns early.

Relationships
Wedding anniversary emails

Send milestone wedding anniversary emails to clients.

Relationships
Birthday emails

Send birthday emails to clients.

Relationships
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